Bulk Risk Records Handling in SIA Salesforce

Project Title Salesforce Button for Bulk Risk Records Upload, Download, and Upsert in SIA Project Overview Mango Insurance uses a custom Salesforce-based insurance policy administration system called SIA (Smart Insurance Application). The goal of this project is to develop a user-friendly Salesforce functionality (via a custom button) that allows users to: Upload: Bulk upload risk records via an Excel file. Download: Export existing risk records into an Excel file. Upsert: Update or insert risk records based on uploaded Excel data. This feature aims to enhance efficiency and accuracy in handling large volumes of risk data, especially for policy administration and client management. Key Deliverables Custom Salesforce Button: A button integrated into the SIA system (on relevant screens like risk records or policy detail pages) to trigger the upload/download/upsert functionality. File Handling: Ability to handle Excel files (.xls, .xlsx) with predefined templates for smooth data mapping. Templates to include columns for mandatory fields, optional fields, and error handling. Upload Functionality: Validate the uploaded file against Salesforce field constraints (data types, required fields, etc.). Display error messages for invalid records while allowing valid records to proceed. Insert new risk records into Salesforce if they don’t exist. Download Functionality: Generate and download an Excel file containing all or filtered risk records based on user criteria (e.g., specific policies or dates). Upsert Functionality: Identify existing records based on unique identifiers (e.g., Risk ID or Policy Number). Update fields in existing records or create new records if no match is found. Error Handling: Provide clear and user-friendly error messages for issues like missing fields, invalid formats, or processing errors. Allow the user to download an error log for failed records. User Interface Enhancements: A progress bar or notification system to show the status of uploads/downloads. Confirmation prompts before critical actions like data overrides during upserts. Security and Permissions: Ensure the functionality respects existing Salesforce user roles and field-level security. Only authorized users can access the bulk upload/download features. Documentation: Provide user documentation on how to use the new functionality, including examples of Excel templates. Include developer documentation for future maintenance and enhancements. Technical Requirements Salesforce Environment: The solution must be compatible with the Salesforce Lightning Platform and leverage SIA’s custom objects and workflows. Development Tools: Use Apex, Lightning Web Components (LWC), or Visualforce as needed. Leverage third-party libraries for Excel processing if necessary (e.g., Apache POI or similar). Integration: Seamlessly integrate with existing workflows and objects in SIA. Use existing APIs or create new REST endpoints if needed for handling records. Scalability: Ensure the solution can handle large data volumes efficiently (e.g., thousands of records). Use Salesforce’s Bulk API or Batch Apex for backend processing if required. Timeline Phase 1: Requirements Analysis (1 Week) Collaborate with Mango Insurance stakeholders to confirm requirements. Review existing SIA workflows and objects. Phase 2: Development (2–3 Weeks) Develop the custom button and associated backend logic. Create validation, upload, and download mechanisms. Phase 3: Testing (1–2 Weeks) Conduct unit testing, integration testing, and user acceptance testing (UAT). Phase 4: Deployment and Documentation (1 Week) Deploy the solution to production and provide necessary user and developer documentation. Required Developer Skills Salesforce Development: Proficient in Apex, Lightning Web Components (LWC), Visualforce, and Salesforce APIs. Data Management: Experience with Salesforce data import/export processes, including Bulk API and external file handling. Excel Processing: Familiarity with libraries or techniques for handling Excel files within Salesforce. Problem Solving: Strong debugging and troubleshooting skills for data-related errors. Success Criteria Successful implementation of upload/download/upsert functionality with minimal errors. Intuitive and user-friendly interface that aligns with SIA’s workflows. Compliance with Salesforce security and permission standards. Positive feedback from stakeholders during UAT.